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Home > Financial Planning Explained > Beginning of the Year Financial Planning with Nick DeVito, CFP
Podcast: Financial Planning Explained
Episode:

Beginning of the Year Financial Planning with Nick DeVito, CFP

Category: Education
Duration: 00:32:29
Publish Date: 2025-12-14 18:28:18
Description:

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning.

In this episode, Mike and Nick discuss retirement plan contributions, employer match, traditional 401(k) vs. Roth, and beginning of the year tax planning. This is a great episode for anyone as beginning of the year planning ties directly in to year-end planning.

For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

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